-11.1%
CHYM vs EVRG
+26.0%
-37.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.2% |
| 7D | -2.3% | +0.1% | -2.3% | -2.1% |
| 30D | +4.4% | -1.2% | +5.7% | +3.9% |
| 3M | +91.3% | -0.6% | +91.9% | +91.2% |
| 6M | +44.0% | +2.4% | +41.5% | +46.6% |
| YTD | +31.1% | +15.5% | +15.7% | +33.9% |
| 1Y | +37.8% | +16.8% | +21.0% | +40.7% |
| All | -11.1% | +26.0% | -37.1% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling